UTI-CCF Savings Plan – Direct Growth

₹ 500
Min SIP
₹ 1,000
Min Lumpsum
1.53 %
Expense Ratio
Rating
4,229
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 6% 12% - 9.9%
Category Average 9.1% 20.5% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
3.35%
3.27%
2.29%
1.74%
Others
87.92%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 3.35%
ICICI Bank Banks Equity 3.27%
Infosys IT - Software Equity 2.29%
Axis Bank Banks Equity 1.74%
Bharti Airtel Telecomm-Service Equity 1.43%
Maruti Suzuki Automobile Equity 1.07%
Bajaj Finance Finance Equity 1.06%
IndusInd Bank Banks Equity 1.03%
Cholaman.Inv.&Fn Finance Equity 0.94%
Godrej Consumer FMCG Equity 0.92%
Tata Motors Automobile Equity 0.91%
Avenue Super. Retail Equity 0.88%
UltraTech Cem. Cement Equity 0.79%
ICICI Lombard Insurance Equity 0.78%
Phoenix Mills Realty Equity 0.77%
Hindalco Inds. Non Ferrous Metals Equity 0.76%
Crompton Gr. Con Consumer Durables Equity 0.74%
LTIMindtree IT - Software Equity 0.7%
Nestle India FMCG Equity 0.7%
Eicher Motors Automobile Equity 0.68%
Metro Brands Retail Equity 0.67%
Ajanta Pharma Pharmaceuticals Equity 0.65%
Cipla Pharmaceuticals Equity 0.65%
Bharat Forge Castings, Forgings & Fastners Equity 0.6%
United Breweries Alcoholic Beverages Equity 0.59%
MTAR Technologie Engineering Equity 0.58%
Jubilant Food. Quick Service Restaurant Equity 0.57%
Gujarat Gas Miscellaneous Equity 0.55%
ISGEC Heavy Infrastructure Developers & Operators Equity 0.55%
Coromandel Inter Fertilizers Equity 0.54%
Endurance Tech. Auto Ancillaries Equity 0.5%
Can Fin Homes Finance Equity 0.49%
Jamna Auto Inds. Auto Ancillaries Equity 0.48%
Tube Investments Auto Ancillaries Equity 0.48%
Marico FMCG Equity 0.47%
P I Industries Agro Chemicals Equity 0.47%
Oberoi Realty Realty Equity 0.46%
Dabur India FMCG Equity 0.45%
Tech Mahindra IT - Software Equity 0.43%
Whirlpool India Consumer Durables Equity 0.41%
Metropolis Healt Healthcare Equity 0.41%
CESC Power Generation & Distribution Equity 0.41%
Divi's Lab. Pharmaceuticals Equity 0.4%
Bharat Electron Electronics Equity 0.36%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.33%
Timken India Bearings Equity 0.31%
Firstsour.Solu. IT - Software Equity 0.29%
Barbeque-Nation Quick Service Restaurant Equity 0.28%
PB Fintech. IT - Software Equity 0.28%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.24%
Sheela Foam Miscellaneous Equity 0.2%
Coforge IT - Software Equity 0.19%
Praj Industries Capital Goods-Non Electrical Equipment Equity 0.19%
Suzlon Energy Capital Goods - Electrical Equipment Equity 0.18%
Gland Pharma Pharmaceuticals Equity 0.15%
Hanuman Tea Plantation & Plantation Products Equity 0%
Willard India Sugar Equity 0%
Debt
53.48%
Banks
9.39%
Cash & Others
6.73%
IT-Software
3.61%
Automobiles
2.66%
Others
24.13%
View all Sectors
Sectors Asset
Debt 53.48%
Banks 9.39%
Cash & Others 6.73%
IT-Software 3.61%
Automobiles 2.66%
Finance 2.49%
Consumer Durables 2.02%
Pharmaceuticals & Biotech 1.85%
Auto Components 1.46%
Retailing 1.45%
Telecom-Services 1.43%
Personal Products 1.37%
Realty 1.23%
Fertilisers & Agrochemica 1.01%
Aerospace & Defense 0.94%
Industrial Products 0.91%
Leisure Services 0.85%
Cement & Cement Products 0.79%
Insurance 0.78%
Non-Ferrous Metals 0.76%
Food Products 0.7%
Beverages 0.59%
Gas 0.55%
Construction 0.55%
Agricultural Food & other 0.47%
Healthcare Services 0.41%
Power 0.41%
Commercial Services & Sup 0.29%
Financial Technology (Fin 0.28%
Industrial Manufacturing 0.19%
Electrical Equipments 0.18%
Others 0.17%
Equity
39.62%
Govt Securities / Sovereign
27.5%
Non Convertable Debenture
25.45%
Net Curr Ass/Net Receivables
6.73%
Pass Through Certificates
0.38%
Others
0.32%
View all Assets
Assets Asset
Equity 39.62%
Govt Securities / Sovereign 27.5%
Non Convertable Debenture 25.45%
Net Curr Ass/Net Receivables 6.73%
Pass Through Certificates 0.38%
Fixed Deposit 0.17%
T-Bills 0.15%

Advance Ratio

0.38
Alpha
1.75
SD
0.38
Beta
0.57
Sharpe

Exit Load

Exit Load Less than 2 year - 3%. Greater than or equal to 2 years & less than 4 years - 2%. Greater than or equal to 4 years & less than 5 years - 1%. Greater than or equal to 5 years - NIL.

Fund Objective

The primary objective of the scheme is to invest predominantly in debt and money market instruments and part of the portfolio into equity & equity related securities with a view to generating income and aim for capital appreciation. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Managers

Sunil Patil

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in

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Frequently Asked Questions

How to invest in UTI-CCF Savings Plan – Direct Growth ?

You can invest in UTI-CCF Savings Plan – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for UTI-CCF Savings Plan – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of UTI-CCF Savings Plan – Direct Growth ?

The NAV of UTI-CCF Savings Plan – Direct Growth is ₹33.3 as of 18 August 2023.

How to redeem UTI-CCF Savings Plan – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of UTI-CCF Savings Plan – Direct Growth?

The minimum SIP amount of UTI-CCF Savings Plan – Direct Growth is ₹500

What are the top sectors UTI-CCF Savings Plan – Direct Growth has invested in?

The top sectors UTI-CCF Savings Plan – Direct Growth has invested in are
  1. Debt - 53.48%
  2. Banks - 9.39%
  3. Cash & Others - 6.73%
  4. IT-Software - 3.61%
  5. Automobiles - 2.66%

Can I make investments in both the SIP and Lump Sum schemes of UTI-CCF Savings Plan – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of UTI-CCF Savings Plan – Direct Growth based on your investment objective and risk tolerance.

How much returns have UTI-CCF Savings Plan – Direct Growth generated ?

The UTI-CCF Savings Plan – Direct Growth has delivered 9.9% since inception

What is the expense ratio of UTI-CCF Savings Plan – Direct Growth ?

The expense ratio of UTI-CCF Savings Plan – Direct Growth is 1.53 % as of 18 August 2023.

What is the AUM of UTI-CCF Savings Plan – Direct Growth?

The AUM of UTI-CCF Savings Plan – Direct Growth is ₹2,48,191 Cr as of 18 August 2023

What are the top stock holdings of UTI-CCF Savings Plan – Direct Growth?

The top stock holdings of UTI-CCF Savings Plan – Direct Growth are
  1. HDFC Bank - 3.35%
  2. ICICI Bank - 3.27%
  3. Infosys - 2.29%
  4. Axis Bank - 1.74%
  5. Bharti Airtel - 1.43%

How can I redeem my investments in UTI-CCF Savings Plan – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-CCF Savings Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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